US Equity · NYSE · Earnings Dossier

ENS earnings intelligence

Enersys

Industrials · Electrical Equipment & Parts · USD reporting basis

Current earnings profile Delivery strong, expectations demanding

Results have usually cleared estimates, but price has not consistently rewarded the delivery.

Evidence99/100 · Deep

Next scheduled catalyst

Wednesday 12 August 2026

After the close · Fiscal period ending 30 Jun 2026

50event risk

Elevated

Countdown0 dayscalendar proximity
EPS estimate2.82 USDprovider consensus
Estimate growth+35.6%versus comparable year-ago actual
Historical movement6.8%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Expectations ahead

Market price is leading earnings power; the spread is closing and has persisted through 1 update. Both series begin at 100, so the gap isolates the relative change in price and trailing earnings power.

Market move100.2%2023-08-18 to 2026-08-07
Earnings move74.1%trailing diluted EPS
Unresolved spread-26.1 ptsClosing
Current multiple18.1xprice divided by TTM EPS
Relationship pressure26/100Low
Model confidence100/100High

Move decomposition

Earnings contribution and valuation offset

The market move is separated into the change in trailing earnings power and the offset from relative valuation.

Relationship controls

What qualifies the headline spread

Business quality supportive

Cash generation and operating evidence are broadly supportive.

Beat rate100.0%12 beats in 12 measured quarters
Average surprise+4.6%median 4.0%
Delivery streak1212 consecutive beats
Average response-2.5%12 measured reactions
Result-price confirmation36%same directional sign
Surprise variability2.7 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 9 Aug 2026
EPS growth-19.3%year on year
Revenue growth3.7%year on year
Average surprise4.6%latest four quarters
SUE1.47standardised surprise
Net margin7.8%trailing basis
Cash conversion2.14xcash flow / net income
P/E23.8xcurrent snapshot
Data completeness100%alphavantage

Market context

Positioning into the event

Week ending 7 Aug 2026
Weekly close191.72 USDcompleted week
13-week return-16.5%price momentum
Fair-value gap62.9%price versus current fair value
Relative strength4.1exchange benchmark
Trend signalInactiveweekly architecture
Next-week statePositive59.4%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period20 May 202631 Mar 2026 · exact
EPS actual / estimate3.19 / 2.99USD
Surprise+6.7%Beat
EPS growth+7.4%year on year
Revenue / growth987940000+1.3% · USD
Next close / four weeks-2.0% / -5.4%completed weekly closes
ReadDivergedresult versus price sign
Reported / period4 Feb 202631 Dec 2025 · exact
EPS actual / estimate2.77 / 2.72USD
Surprise+1.8%Beat
EPS growth-11.2%year on year
Revenue / growth919126000+1.4% · USD
Next close / four weeks-4.4% / -7.8%completed weekly closes
ReadDivergedresult versus price sign
Reported / period5 Nov 202530 Sep 2025 · exact
EPS actual / estimate2.56 / 2.36USD
Surprise+8.5%Beat
EPS growth+20.8%year on year
Revenue / growth951286000+7.7% · USD
Next close / four weeks+4.6% / +13.4%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period6 Aug 202530 Jun 2025 · exact
EPS actual / estimate2.08 / 2.05USD
Surprise+1.5%Beat
EPS growth+5.1%year on year
Revenue / growth893024000+4.7% · USD
Next close / four weeks+7.2% / +15.1%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period21 May 202531 Mar 2025 · exact
EPS actual / estimate2.97 / 2.78USD
Surprise+6.8%Beat
EPS growth+42.8%year on year
Revenue / growth974842000+7.0% · USD
Next close / four weeks-19.7% / -13.2%completed weekly closes
ReadDivergedresult versus price sign
Reported / period5 Feb 202531 Dec 2024 · exact
EPS actual / estimate3.12 / 2.87USD
Surprise+8.7%Beat
EPS growth+21.9%year on year
Revenue / growth906152000+5.2% · USD
Next close / four weeks+2.7% / +4.6%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period6 Nov 202430 Sep 2024 · exact
EPS actual / estimate2.12 / 2.07USD
Surprise+2.4%Beat
EPS growth+15.2%year on year
Revenue / growth883669000-1.9% · USD
Next close / four weeks+0.0% / -0.8%completed weekly closes
ReadContainedresult versus price sign
Reported / period7 Aug 202430 Jun 2024 · exact
EPS actual / estimate1.98 / 1.95USD
Surprise+1.5%Beat
EPS growth+4.8%year on year
Revenue / growth852916000- · USD
Next close / four weeks-7.3% / -0.4%completed weekly closes
ReadDivergedresult versus price sign
Reported / period22 May 202431 Mar 2024 · exact
EPS actual / estimate2.08 / 2.02USD
Surprise+3.0%Beat
EPS growth-year on year
Revenue / growth910721000- · USD
Next close / four weeks+11.2% / +7.3%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period7 Feb 202431 Dec 2023 · exact
EPS actual / estimate2.56 / 2.38USD
Surprise+7.6%Beat
EPS growth-year on year
Revenue / growth861548000- · USD
Next close / four weeks-7.9% / -6.0%completed weekly closes
ReadDivergedresult versus price sign
Reported / period8 Nov 202330 Sep 2023 · exact
EPS actual / estimate1.84 / 1.80USD
Surprise+2.2%Beat
EPS growth-year on year
Revenue / growth901033000- · USD
Next close / four weeks-5.3% / +1.6%completed weekly closes
ReadDivergedresult versus price sign
Reported / period9 Aug 202330 Jun 2023 · exact
EPS actual / estimate1.89 / 1.80USD
Surprise+5.0%Beat
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks-9.4% / +0.4%completed weekly closes
ReadDivergedresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context